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Invesco India Medium Duration Fund - Regular - Growth

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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹171 Cr	₹2734 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	17 Jul 2021	25 Mar 2009
Category	Medium Duration	Medium Duration
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Medium Duration Debt Index B-III	CRISIL Medium Duration Fund CIII Index
Turn Over	40%	78%
Expense Ratio	1.15	1.56
Manager	Krishna Venkat Cheemalapati	Dhaval Joshi
ISIN Code	INF205KA1379	INF209K01603
Exits Load	Data not available./365	Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month	0.45%	0.64%
6 Month	2.21%	3.9%
1 Year	7.32%	11.3%
3 Year	7.22%	9.65%
5 Year	-	12.51%

SIP Return Analysis

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	0.89%	1.75%
1 Year	6.01%	9.81%
3 Year	7.17%	10.52%
5 Year	-	11.79%

Rolling Lumpsum Returns

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	6.36%	9.4%
3 Year	5.48%	10.06%
5 Year	-	8.84%

Risk Management

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.45%	1.71%
Sharp	0.30%	1.57%
Beta	1.19%	0.86%
Alpha	-1.00%	1.67%

Fund Managers

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name	Krishna Venkat Cheemalapati	Dhaval Joshi
Total AUM	₹24743 Cr	₹361932 Cr
Funds Managed	19	55
	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Others	100	100

Sector Allocation

Scheme Name	Invesco India Medium Duration Fund - Regular - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Others	100	95.66
Real Estate	-	1.8
Financial Services	-	0.81
Industrials	-	1.18
Utilities	-	0.55

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